Assets Under Management
$462.6M
Number of Clients
1,804
Number of Advisors
7
Average Client AUM
$256K
AUM per Advisor
$66.1M
Compensation
Fee-Only (AUM)Fixed/Hourly
Navigate Private Wealth offers comprehensive portfolio management, financial planning & consulting, pension consulting, and estate planning services. They tailor advice to individual client needs and allow reasonable restrictions on investments. Fees are based on a sliding scale for portfolio management and flat/hourly rates for planning.
12012 South 700 East, Suite 100, Draper, UT, 84020